+53.1%
ROIV vs INFQ
-4.1%
+57.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +6.3% | +12.4% | +18.3% |
| 7D | +20.2% | +7.6% | +12.5% | +19.6% |
| 30D | +14.1% | +14.7% | -0.5% | +13.2% |
| 3M | +45.6% | -7.8% | +53.4% | +44.1% |
| 6M | +44.1% | +28.0% | +16.1% | +36.9% |
| All | +53.1% | -4.1% | +57.3% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded INFQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling